P 401(k) Plan Report

Stable plan record

CARNEGIE PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CARNEGIE PRIVATE WEALTH LLC · EIN/PN 921547248-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,287
Administrative cost per participant
2025
$160
Active participants
2025
27
Total plan assets
2025
$1,120,969
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505142429NAL000191904200127$5,287
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.